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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,328 | $67,602-38.9% | $82,312-49.8% | $70,126-41.1% |
| Participation rate | 71.1% | 72.8%-1.6pp | 76.9%-5.8pp | 69.5%+1.6pp |
| Annual return | 18.09% | 21.57%-3.5pp | 25.88%-7.8pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,231 | $1,755-29.8% | $2,428-49.3% | $2,343-47.4% |
| Participant deferral / active EE | $2,817 | $2,987-5.7% | $3,706-24.0% | $3,332-15.4% |
| Admin fee / account holder | $3,272 | $4,512-27.5% | $5,608-41.6% | $4,645-29.6% |